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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$77.56 -0.35 (-0.45%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$77.54 -0.02 (-0.03%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
139
Total
Institutional Inflows
(last 12 months)
$169.74M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$71.92M
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Skip Chart & View Institutional Buying and Selling Data

FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Signal Advisors Wealth LLC37,305$2.83M0.1%+238.9%0.128%
10/14/2026Maltin Wealth Management Inc.56,019$4.24M1.4%N/A0.192%
10/10/2026Atlas Brown Inc.4,205$318K0.1%N/A0.014%
10/9/2026Go Invest LLC12,252$928K0.2%N/A0.042%
10/9/2026Galvin Gaustad & Stein LLC6,011$455K0.0%N/A0.020%
10/8/2026Independence Financial Advisors LLC3,833$290K0.1%-67.4%0.013%
10/8/2026Farther Finance Advisors LLC3,351$254K0.0%-29.3%0.011%
10/8/2026Buska Wealth Management LLC10,246$776K0.3%N/A0.035%
10/7/2026American National Bank & Trust16,938$1.28M0.1%N/A0.058%
10/5/2026Rosenberg Matthew Hamilton2,928$222K0.0%N/A0.010%
10/1/2026 Roxbury Financial LLC8,624$653K0.5%+4.5%0.029%
10/1/2026 Stonebridge Financial Group LLC17,814$1.35M0.1%N/A0.061%
9/23/2026Envestnet Asset Management Inc.30,298$2.32M0.0%+154.9%0.103%
9/9/2026Integrated Wealth Concepts LLC3,209$246K0.0%N/A0.011%
9/9/2026NewEdge Advisors LLC3,773$289K0.0%-10.4%0.013%
8/27/2026Corient Private Wealth LP6,531$500K0.0%+8.4%0.022%
8/23/2026Ameritas Advisory Services LLC29,201$2.24M0.0%+12.9%0.100%
8/22/2026Noble Wealth Partners LLC6,876$526K0.5%N/A0.023%
7/10/2026Buska Wealth Management LLC23,641$1.81M0.7%-41.9%0.081%
7/10/2026Heck Capital Advisors LLC19,239$1.47M0.1%-1.4%0.066%
7/10/2026West Branch Capital LLC1,225$94K0.0%-14.0%0.004%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,617$660K0.1%-11.9%0.030%
7/9/2026Strategic Point Investment Advisors LLC224,324$17.17M2.2%+2.8%0.768%
7/8/2026First Heartland Consultants Inc.2,622$201K0.0%N/A0.009%
7/7/2026Howard Financial Services LTD.2,918$223K0.0%N/A0.010%
6/3/2026NewEdge Advisors LLC4,212$296K0.0%-71.0%0.014%
5/19/2026Paragon Private Wealth Management LLC4,675$328K0.1%-13.6%0.016%
5/19/2026NewEdge Advisors LLC4,137$290K0.0%-71.6%0.014%
5/19/2026Bank of America Corp DE123,604$8.68M0.0%-0.2%0.415%
5/19/2026Centaurus Financial Inc.8,787$617K0.0%+4.1%0.029%
5/18/2026Sunbelt Securities Inc.11,964$840K0.1%-5.6%0.040%
5/18/2026Royal Bank of Canada79,882$5.61M0.0%+370.6%0.268%
5/16/2026KCM Investment Advisors LLC3,330$234K0.0%-12.1%0.011%
5/16/2026Quantinno Capital Management LP20,170$1.42M0.0%+5.7%0.068%
5/14/2026Modern Wealth Management LLC91,988$6.46M0.1%-3.6%0.309%
5/14/2026Lido Advisors LLC2,670,135$187.44M0.6%-1.4%8.960%
5/13/2026Cetera Investment Advisers34,664$2.43M0.0%+13.2%0.116%
5/8/2026Pacific Sun Financial Corp11,402$800K0.4%+28.0%0.038%
5/8/2026PNC Financial Services Group Inc.400$28K0.0%-67.3%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC1,500$110K0.0%N/A0.005%
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5/6/2026Astra Wealth Partners LLC2,894$203K0.1%N/A0.010%
5/6/2026Bessemer Group Inc.1,505$106K0.0%N/A0.005%
5/6/2026Independent Financial Group LLC3,417$240K0.0%N/A0.011%
5/5/2026Bank of New York Mellon Corp8,001$562K0.0%-7.5%0.027%
5/5/2026Sigma Planning Corp14,209$997K0.0%-33.5%0.048%
5/5/2026Nwam LLC4,780$336K0.0%+59.6%0.016%
5/4/2026Beckerman Institutional LLC5,413$380K0.2%-3.2%0.018%
5/4/2026Lifeworks Advisors LLC29,023$2.04M0.3%+9.9%0.097%
5/4/2026Procyon Advisors LLC155,754$10.93M0.2%+19.2%0.523%
5/1/2026Fifth Third Bancorp4,409$309K0.0%+384.0%0.015%
5/1/2026Sovran Advisors LLC2,882$214K0.0%+10.5%0.010%
4/30/2026Elevated Capital Advisors LLC2,945$207K0.1%-6.3%0.010%
4/30/2026Financial Freedom LLC5,971$419K0.2%-17.4%0.019%
4/30/2026Kestra Advisory Services LLC242,191$17.00M0.1%+17.2%0.784%
4/30/2026KDK Private Wealth Management LLC24,302$1.71M1.6%-2.2%0.079%
4/29/2026Fischer Financial Services Inc.140,049$9.83M3.3%-0.5%0.453%
4/27/2026BIP Wealth LLC3,295$231K0.0%+5.1%0.011%
4/27/2026Private Advisor Group LLC11,852$832K0.0%-6.0%0.038%
4/24/2026Acorn Financial Advisory Services Inc. ADV14,514$1.02M0.1%+6.9%0.047%
4/24/2026Strategic Point Investment Advisors LLC218,273$15.32M2.2%+0.8%0.704%
4/22/2026Janney Montgomery Scott LLC6,148$432K0.0%-3.0%0.020%
4/22/2026Yoder Wealth Management Inc.93,649$6.57M3.0%+14.5%0.302%
4/22/2026Harbor Asset Planning Inc.30,253$2.12M1.8%+4.4%0.098%
4/22/2026Merkkuri Wealth Advisors LLC2,267$159K0.1%N/A0.007%
4/21/2026Maltin Wealth Management Inc.53,263$3.74M1.4%-5.9%0.172%
4/20/2026Longview Financial Advisors Inc.553$39K0.0%N/A0.002%
4/20/2026Kestra Private Wealth Services LLC30,366$2.13M0.0%-17.0%0.098%
4/20/2026RFG Advisory LLC7,640$536K0.0%-8.5%0.025%
4/17/2026Athena Wealth Management LLC8,581$602K0.5%+21.3%0.028%
4/17/2026Cornerstone Management Inc.8,841$621K0.1%+24.3%0.029%
4/16/2026Smith Salley Wealth Management60,305$4.23M0.2%+7.1%0.195%
3/13/2026World Investment Advisors9,566$744K0.0%+2.5%0.030%
3/9/2026Corient Private Wealth LLC5,169$402K0.0%+33.2%0.016%
2/27/2026Instrumental Wealth LLC3,521$263K0.2%+13.9%0.011%
2/20/2026Sunbelt Securities Inc.12,671$985K0.1%-25.5%0.040%
2/20/2026Kovitz Investment Group Partners LLC189,496$14.73M0.3%-7.7%0.600%
2/19/2026Jacobs Equity LLC20,598$1.60M1.5%N/A0.065%
2/18/2026Mercer Global Advisors Inc. ADV248,468$19.32M0.0%-9.4%0.786%
2/18/2026EP Wealth Advisors LLC27,550$2.14M0.0%N/A0.087%
2/18/2026NewEdge Advisors LLC14,542$1.13M0.0%-32.4%0.046%
2/18/2026Empowered Funds LLC4,350$338K0.0%-11.9%0.014%
2/17/2026AQR Capital Management LLC10,587$823K0.0%+19.5%0.034%
2/17/2026Cetera Investment Advisers30,621$2.38M0.0%+22.2%0.097%
2/17/2026Osaic Holdings Inc.414,449$32.24M0.0%-3.7%1.312%
2/17/2026Advisory Services Network LLC7,120$554K0.0%-10.5%0.023%
2/17/2026Captrust Financial Advisors6,168$479K0.0%+65.5%0.020%
2/17/2026&PARTNERS10,833$842K0.0%+20.3%0.034%
2/17/2026Royal Bank of Canada16,976$1.32M0.0%-5.0%0.054%
2/17/2026Howe & Rusling Inc.1,765$137K0.0%N/A0.006%
2/16/2026MML Investors Services LLC10,200$793K0.0%-6.4%0.032%
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2/16/2026Mariner LLC49,648$3.86M0.0%+5.2%0.157%
2/16/2026Motiv8 Investments LLC1,092$85K0.0%N/A0.003%
2/16/2026Arax Advisory Partners1,729$134K0.0%N/A0.005%
2/16/2026Blue Jean Financial LLC10,205$793K0.6%N/A0.032%
2/16/2026Atlas Capital Advisors Inc.14,133$1.10M0.1%N/A0.045%
2/13/2026Kestra Advisory Services LLC206,622$16.06M0.1%+45.4%0.654%
2/13/2026Visionary Wealth Advisors3,969$309K0.0%+30.4%0.013%
2/13/2026Stifel Financial Corp115,129$8.95M0.0%-2.4%0.364%
2/13/2026Charles Schwab Investment Management Inc.1,882,009$146.31M0.0%+2.8%5.956%
2/13/2026Wells Fargo & Company MN119,091$9.26M0.0%-27.7%0.377%


FNCL Institutional Ownership - Frequently Asked Questions

During the previous two years, 264 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($187.44M), Charles Schwab Investment Management Inc. ($146.31M), AGF Management Ltd. ($65.19M), Commonwealth Equity Services LLC ($36.87M), Osaic Holdings Inc. ($32.24M), LPL Financial LLC ($27.04M), and Sava Penzisko Drushtvo A.D. Skopje ($26.10M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

Of the 229 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($619.05K), Sava Penzisko Drushtvo A.D. Skopje ($341.87K), Vicus Capital ($337.40K), Commonwealth Equity Services LLC ($275.36K), Mercer Global Advisors Inc. ADV ($266.40K), LPL Financial LLC ($237.01K), and Lido Advisors LLC ($231.70K).

Institutional investors have bought a total of 2,170,020 shares in the last 24 months. This purchase volume represents approximately $165.18M in transactions.

Of the 84 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vicus Capital ($304.80K), Commonwealth Equity Services LLC ($147.27K), Wells Fargo & Company MN ($45.57K), Buska Wealth Management LLC ($42.53K), Modern Wealth Management LLC ($37.91K), Lido Advisors LLC ($37.49K), and Envestnet Asset Management Inc. ($33.76K).

Institutional investors have sold a total of 939,814 shares in the last 24 months. This volume of shares sold represents approximately $71.92M in transactions.


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Institutional ownership data for NYSEARCA:FNCL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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